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W.P. Carey

527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.

Holders
527
Holders Change
+113
Holders Change %
+27.29%
% of All Funds
11.76%
Holding in Top 10
11
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1,000%
% of All Funds
0.25%
New
158
Increased
242
Reduced
61
Closed
42
Calls
$18.7M
Puts
$8.28M
Net Calls
+$10.4M
Net Calls Change
+$10.8M
Name Market Value Shares Shares
Change
Shares
Change %
CFD
476
Creative Financial Designs
Indiana
$41K 635 -777 -55%
LWANC
477
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K 596 +596 New
CHP
478
Cable Hill Partners
Oregon
$38K 574 +574 New
QCG
479
Quadrant Capital Group
Ohio
$37K 624 +277 +80%
GWS
480
Glassman Wealth Services
Virginia
$36K 545
EWM
481
Executive Wealth Management
Michigan
$35K 539 +539 New
OC
482
Oakworth Capital
Alabama
$33K 501
TWA
483
TCI Wealth Advisors
Arizona
$33K 506 +6 +1%
PCP
484
Proficio Capital Partners
Massachusetts
$32K 486 +140 +40%
HI
485
Human Investing
Oregon
$31K 480 +480 New
DWA
486
Dougherty Wealth Advisers
Minnesota
$30K 400 +400 New
FCA
487
FinTrust Capital Advisors
South Carolina
$30K 453 +453 New
AS
488
Altshuler Shaham
Israel
$26K 398 -424 -52%
TF
489
Tompkins Financial
New York
$26K 405
KCM
490
Karp Capital Management
California
$26K 400 +400 New
VNA
491
Valley National Advisers
Pennsylvania
CBT
492
Capital Bank & Trust
California
$25K 384 +384 New
EWA
493
ERTS Wealth Advisors
Michigan
$24K 370 +370 New
CAGAS
494
Capital Advisory Group Advisory Services
Minnesota
$23K 347 +347 New
VFA
495
Valeo Financial Advisors
Indiana
$22K 343 +243 +243%
AWM
496
Arbor Wealth Management
Florida
$21K 320 +320 New
RIA
497
RPG Investment Advisory
California
$20K 300
QCIG
498
Quad-Cities Investment Group
Iowa
$20K 300
APC
499
Aspire Private Capital
North Carolina
$20K 300 +300 New
AAMU
500
Amundi Asset Management US
Massachusetts
$19.3K 294,798 +80,391 +37%